Attach, remove, or replace a document for a case

2. Click the patient name to select a case.

• Click Manage to display the case management view.

Adding or removing a case attachment

Video: Add a PDF attachment

Case attachments, like visit documents, can be selected when setting up the referral, to be included when sending it to the chosen service providers.

• To add a case attachment, the file must be saved as a PDF. You must have the file available to the device you're working on, and you can only attach one file at a time. 

1. In the  Case Attachments section, click  in the upper right. The Add Case Attachment popup opens.
2. Click to select an option from the Category drop-down list.
3. Click Choose File, and then browse to the .pdf file you want to attach.
4. Click Open. The file name displays next to the Choose File button.
5. Click submit.

• To fax a paper form as an attachment to a case, you need to print a cover page to identify the patient and type of document. You can print the cover page to a printer or to a fax machine. A separate cover page is needed for each document, to identify which document is being attached. See Faxing a paper document to attach it to a case.
• To remove a case attachment, click  in the bottom left of its card.

Returning to the patient's case management view

Click Manage.

• Managing a case - working with needs & referrals; managing case ownership & co-owners; canceling & re-opening the case, auditing activity on the case; printing a cover page for faxing an attachment.
• Working with the Case Detail - viewing & adding patient information, adding documentation comments, viewing & printing documents, and adding document attachments.
• Viewing and printing the Case Summary - viewing the current status for all referrals; viewing the reason for any denial; printing the case summary
• Sending a message to multiple providers - viewing all messages sent and received; viewing messages for one provider; sending a message to one or more providers at the same time